Retirement Plan Playbook

Maintaining Financial Security While Adjusting Your Retirement Goals (Ep.90)


Listen Later

The idea of retiring may seem like a distant dream, but it’s important to remember that it is never too early to start planning for it.

In this episode, RPA Wealth discusses a topic that many soon-to-be retirees are facing: how to maintain financial security in retirement while changing retirement goals. 

The current economic climate is forcing many individuals and families to reassess their retirement plans and make necessary adjustments, so how do you go about making these adjustments and how can you tell when the adjustments need to be made in the first place?

Matthew, Brent, and Joshua discuss:

  • What steps to take when you want to change a major retirement goal
  • How to gauge whether your retirement goals are realistic for your situation
  • The different types of retirees: the big spender, the big saver, and the fearful big spender
  • The different stages of retirement and how to divide up your savings between them
  • And more
  •  

    Resources:

    • Retirement Plan Playbook: Should You Be Buying A House Right Now? (Ep.89)

    Connect with RPA Wealth Management: 

  • (909) 296-7977
  • RPA Wealth Management
  • LinkedIn: Matthew Theal
  • LinkedIn: Brent Pasqua
  • LinkedIn: Joshua Winterswyk
  • LinkedIn: RPA Wealth Management
  • ...more
    View all episodesView all episodes
    Download on the App Store

    Retirement Plan PlaybookBy Matthew Theal, Brent Pasqua, Joshua Winterswyk

    • 5
    • 5
    • 5
    • 5
    • 5

    5

    27 ratings


    More shows like Retirement Plan Playbook

    View all
    WSJ Your Money Briefing by The Wall Street Journal

    WSJ Your Money Briefing

    1,756 Listeners

    Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

    Your Money, Your Wealth

    778 Listeners

    The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

    The Retirement and IRA Show

    737 Listeners

    Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

    Retirement Answer Man

    1,290 Listeners

    The Ben Shapiro Show by The Daily Wire

    The Ben Shapiro Show

    153,960 Listeners

    ChooseFI by ChooseFI

    ChooseFI

    5,088 Listeners

    WSJ Minute Briefing by The Wall Street Journal

    WSJ Minute Briefing

    659 Listeners

    Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

    Stay Wealthy Retirement Podcast

    600 Listeners

    All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

    All-In with Chamath, Jason, Sacks & Friedberg

    9,236 Listeners

    Barron's Streetwise by Barron's

    Barron's Streetwise

    1,546 Listeners

    Ready For Retirement by James Conole, CFP®

    Ready For Retirement

    792 Listeners

    Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

    Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

    36 Listeners

    Retirement Planning Education, with Andy Panko by Andy Panko

    Retirement Planning Education, with Andy Panko

    737 Listeners

    Retirement Answers by Jacob Duke, CFP®

    Retirement Answers

    100 Listeners

    The Morning Filter by Morningstar

    The Morning Filter

    22 Listeners